Within your Orgzit workspace, your data is stored in tables. You can store, manage, and analyze your data by using the different features Orgzit provides. Whenever required, you can also download your data from Orgzit in an Excel sheet. You can download all columns or choose specific ones, according to your requirement.
To export your data from the Orgzit workspace to an Excel sheet, you have to click on the Import/Export button at the top of your table and choose the Download Excel option from there.
Once you click on the Download Excel, the system prompts you to choose one of the following options:
Download Current View: You can choose this option if you want to download the current view of your table. You can choose the view you want to download and then select this option.
Download All Columns: You can choose this option if you want to download all the columns that exist in your table.
Download Specific Columns: You can choose this option and select the specific columns that you want to download from the list of all columns in your table.
You can also choose to include the system database values by using the toggle button inside the prompt window. This option helps you download the internal values like the record id for each record. You can this value to update a record.
After choosing the option required, you can download your excel sheet. Once you click on the Download button, you will get a notification.
You can access your downloaded excel sheet on your email. Remember, the email link to get your excel sheet expires after an hour.
You can also click on the bell icon and click on the notification stating that your download is ready to get your excel sheet.
Once downloaded, you can view and work on your excel file.
Downloading Filtered Data
If you do not want to download all the Table data but only want some specific filtered data, you can apply the required filters and then download your excel!
By applying filters, you can filter out your data based on multiple conditions and once your data is filtered, you can download it by the same procedure mentioned above.
You can watch this video to understand how to download Excel: